Financial Advice with an Educational Emphasis
What is Financial Advisement?
It is the process of providing careful consideration to the matters that affect you the most; your finances. We ask the necessary questions that will help guide you down the most appropriate path to meeting your financial objectives. We then provide the knowledge and expertise to help you make an informed decision that is in the best interest of you and those that matter most to you; your loved ones.
No one knows you better than you. Why not get the best information to obtain the products and services that are tailored to fit you and those important to you?
Michael A. Allen, ChFC, MBA
Newsletters
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.